New Personal Assistant Setup ​

Overview ​

The New Personal Assistant setup interface allows you to create a customized AI-powered assistant by uploading files for analysis. This guide will walk you through the process of setting up your personal assistant.

Interface Components ​

Left Panel ​

• Assistant Name: Input the name for your personal assistant in this text field.
• Upload Files for AI Analysis: This area is used to upload files for analysis.

Right Panel ​

• File Upload Guidelines

  : This section provides essential information for successful file uploads, including:

  • Supported File Formats: A list of acceptable file types.

  • What to Avoid: Ensure documents are text-based (not image-based) and use OCR for scanned PDFs. Avoid junk characters and keep file sizes reasonable for optimal performance.

  • File Naming: Use only alphanumeric characters and underscores in filenames (e.g., document_name.pdf)

  • Best Practices: Structure text with clear headings and paragraphs, and ensure files are encoded in UTF-8.

Tips for Uploading Files ​

• Verify that your file type is supported by checking the Supported File Formats section.
• Follow the File Naming conventions to avoid issues.
• Use clear headings and paragraphs in your documents for better analysis.
• Ensure that text files are encoded in UTF-8 to prevent encoding problems.

Step-by-Step Setup Guide ​

1. Enter Assistant Name: Input a name for your personal assistant in the provided text field.
2. Prepare Files: Follow the File Upload Guidelines to prepare your files for upload.
3. Upload Files: Click the Upload area to select and upload your files.
4. Save Setup: Once everything is set, hit Save to finalize the setup.

Example Use Case ​

To set up a personal assistant for customer support, you can upload files containing:

• Product information
• FAQs
• Customer interaction scripts

By following the guidelines and best practices outlined in this documentation, you can effectively use AI analysis to create a personalized assistant that meets your specific needs.

Troubleshooting ​

If you encounter any issues during the setup process, refer to the File Upload Guidelines section for troubleshooting tips.